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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,560 | $135,645+16.9% | $110,243+43.8% | $135,380+17.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -81.41% | 513.24%-594.7pp | 314.76%-396.2pp | 519.81%-601.2pp |
| Employer contribution / active EE | $54,000 | $4,907+1000.5% | $3,827+1311.1% | $4,779+1030.0% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $5,407 | $11,458-52.8% | $8,548-36.7% | $10,828-50.1% |